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Showing 1661 - 1670 of 4096 results for "Financial planning"

Paying women more super not the answer

DARREN SNYDER  |  TUESDAY, 15 DEC 2015
... get in to super before they have a break from the workforce the better they are," Charman said. McPhail HLG Financial Planning chief executive Anne Graham said it was all "those little tips and information" that help members become engaged. "It may not ...

AZ NGA acquires seventh practice

ALEX BURKE  |  TUESDAY, 15 DEC 2015
... "Jeff, Linda and the team run an extremely efficient and highly profitable firm. "This is a proud and ambitious financial planning company with a great track record of serving its clients and staff very well indeed. We look forward to working with the ...

Former FPA chair joins Tax Practitioners Board

DARREN SNYDER  |  FRIDAY, 11 DEC 2015
The Financial Planning Association of Australia (FPA) has welcomed the appointment of a financial adviser to the Tax Practitioners Board (TPB) after long advocating for the position. Former FPA chair Julie Berry is one of five new board appointments ...

Cumulus practices dumping wraps for MDAs

ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
... practices - Shine Financial Services, Array Financial Services, Mayneline Financial Services and Renouf & Partners Financial Planning - are planning to collectively transition $500 million in funds under advice to MDA services offered by Managed Accounts ...

CBA makes senior advice appointment from AMP

ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
CBA has appointed a new general manager, bank financial planning and an independent chair to its advice board. Hugh Humphrey joins CBA from AMP, where he was director, strategy and transformation for the group's advice, bank and corporate super businesses. ...

FPA hires professional standards, advocacy manager

LAURA MILLAN  |  MONDAY, 7 DEC 2015
The Financial Planning Association (FPA) has appointed a professional standards and advocacy manager to strengthen its policy team. Benjamin Marshan was previously associate director of wealth management advisory at KPMG Australia for over a year. Before ...

ING DIRECT inks deal with advice association

LAURA MILLAN  |  FRIDAY, 4 DEC 2015
ING DIRECT has signed a referral deal with one of Australia's top financial planning associations that will benefit customers of its Living Super product. Professional practices which are certified by the Financial Planning Association (FPA) will provide ...

NAB Wealth Advice hires growth manager

MARK SMITH  |  FRIDAY, 4 DEC 2015
... business." NAB Wealth Advice Partnerships operates five aligned licensee businesses - Apogee, Meritum, MLC Financial Planning, Garvan and Godfrey Pembroke - and includes more than 600 self-employed advice businesses, with more than 1100 advisers.

Government releases adviser education legislation

ALEX BURKE  |  FRIDAY, 4 DEC 2015
... feedback from the AFA and other key stakeholders and will express this concern to Government," he said. The Financial Planning Association also expressed reservations, specifically in regards to the adviser code of ethics. "The FPA is concerned about ...

Australians turning to super funds for financial advice

ALEX BURKE  |  THURSDAY, 3 DEC 2015
Over 400,000 superannuation fund members intend to look for intra-fund advice services to meet their financial planning goals, according to Investment Trends research. The estimate is based on Investment Trends' modelling from a survey of 10,367 Australian ...